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id: 01M16TZ98RH1Y7QBFADW3H0K8V
published_at: '2026-08-29T22:30:00+09:00'
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---

NVIDIAの四半期売上が962億ドル。次は1080億ドルの見通し。ゴールドラッシュ終わりどころか、まだ加速してる。

でも俺はNVIDIAを1株も持ってない。全部Cerebrasに突っ込んでる。時価総額6兆円、ロックアップ解除の下げを食らって今も含み損。

期待が全部織り込まれた勝ち馬より、まだ誰も座ってない椅子に張る。

---

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